See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,156 | $52,681-46.6% | $75,781-62.8% | $59,632-52.8% |
| Participation rate | 78.6% | 67.2%+11.3pp | 75.8%+2.8pp | 68.7%+9.9pp |
| Annual return | -0.92% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,144 | $2,193-2.3% | $3,323-35.5% | $2,203-2.7% |
| Participant deferral / active EE | $3,827 | $2,591+47.7% | $3,651+4.8% | $3,192+19.9% |
| Admin fee / account holder | $248 | $3,610-93.1% | $5,299-95.3% | $4,297-94.2% |